Category: Firm News

June 1, 2026

When it comes to investment management, trust is earned.

On April 9, 2026, Burkett Asset Management surpassed $500 million in assets under management. While we are proud of this milestone, we view it as something far more meaningful than a number. It represents the trust our clients have placed in us since we registered as a Portfolio Manager on May 21, 2015.

Building an investment management firm is much like building an investment portfolio. Success is rarely the result of a single decision or a single year. Rather, it is the cumulative effect of discipline, patience, consistency, and a long-term perspective.

Our firm’s growth has followed a similar path.

We reached $100 million in assets under management on November 3, 2016. We surpassed $250 million on July 20, 2023. And on April 9, 2026, we crossed the $500 million mark.

Behind these milestones are not simply assets under management, but relationships. Families planning for retirement. Entrepreneurs who have built successful businesses. Foundations supporting their communities. Trustees carrying out responsibilities across generations.

Each relationship represents a responsibility we take seriously.

Over the past decade, our clients have entrusted us with their capital through a wide range of market environments. We have navigated periods of economic expansion and recession, record-low interest rates and rapid rate increases, a global pandemic, inflationary pressures, geopolitical uncertainty, and technological change.

Through each environment, our investment philosophy has remained unchanged. We believe successful investing is grounded in disciplined portfolio construction, rigorous research, independent thinking, and a long-term perspective.

As our firm has grown, so too has our commitment to strengthening the foundation that supports our clients. We continue to invest in our people, research capabilities, technology, operations, and governance. These investments are essential as we continue our evolution toward a truly institutional-quality platform while maintaining the personalized service and accountability that define an independent investment manager.

Crossing $500 million is an important milestone, but we view it as a foundation rather than a destination.

Our ambition is to continue building a firm that will serve clients for decades to come. We believe we have established a strong foundation from which to pursue our next milestone of $1 billion in assets under management, while remaining faithful to the principles that have guided us since 2015.

Most importantly, we remain mindful that every dollar we manage belongs to a client who has placed their trust in us.

For that trust, we are sincerely grateful.

Thank you for the confidence you have placed in our firm and for allowing us to be part of your financial journey.

We remain committed to earning your trust every day.

January 16, 2025

Graham Clarke Group (GCG), a leader in British Columbia’s marine and hospitality industry, is pleased to announce it has acquired Oak Bay Marine Group (OBMG), a company with a celebrated 62-year legacy in coastal marina services and oceanfront hospitality. The acquisition of OBMG includes its four Vancouver Island marinas (Oak Bay Marina, North Saanich Marina, Ladysmith Marina and Pedder Bay RV Resort & Marina), along with OBMG Boathouses and the Marina Dockside Eatery.

This acquisition marks a significant milestone for GCG as it solidifies its position as a premier marine operator in British Columbia, while preserving the rich heritage and community contributions of OBMG. GCG also owns Harbour Cruises (a renowned 113-year-old Vancouver marine tourism and hospitality attraction), Coal Harbour Marina (Vancouver’s premiere marina), Western Pacific Marine (BC-based ferry operator and ship builder), and the Vancouver Harbour Flight Centre.

“For me, this is deeply personal,” said Graham Clarke, owner of Graham Clarke Group. “I grew up in Oak Bay and have always admired the legacy of Oak Bay Marine Group. This acquisition is more than an expansion; it’s about honouring a business that has meant so much to the community. Our goal is to preserve what makes OBMG special while building exciting new opportunities for the future.”

GCG is committed to ensuring a seamless transition for OBMG’s customers, employees and partners while maintaining the high standards the company is known for.

Brook Castelsky, CEO of Oak Bay Marine Group, reflected on the alignment between the two companies. “When Bob Wright founded OBMG, his vision was to connect people with the beauty of our coastal environment and create unforgettable experiences on the water. Graham Clarke Group shares that same vision. This partnership ensures OBMG’s legacy will carry on while we continue to serve the communities and customers who have supported us over the years.”

With this acquisition, GCG continues its growth as a trusted name in marine tourism and hospitality. Known for its innovative approach to marina operations, tourism and sustainable marine transportation, Harbour Cruises is ideally positioned to blend the best of both organizations for an even brighter future.

Burkett & Co. served as financial advisor to the Oak Bay Marine Group.

September 9, 2024

Multi-Family Office deploys integrated solution to optimize operational efficiencies

TORONTO, Sept. 9, 2024 /CNW/ – d1g1t, announced today that Burkett Asset Management Limited (“Burkett”), a Victoria-based firm managing more than $300 million in institutional and private client assets across a number of diversified strategies, has implemented its enterprise wealth management platform to streamline the wealth management lifecycle and elevate client engagement with a modern client portal and engaging native mobile apps (iOS, Android).

Powered by an institutional-grade performance and risk analytics engine, the interactive platform also enables advisors to analyze clients’ portfolios in real-time. 

“We are honored that Burkett, a progressive firm serving high-net-worth families, selected the d1g1t platform to digitize their front and back-office operations,” said Dr. Dan Rosen, CEO and Co-founder, d1g1t. “The technology integration enables Burkett to offer a differentiated client experience enriched by high-quality data, analytics, and reporting.”

Burkett is focused on delivering excellence across tax and investment management to leading business families across Canada. To support these complex portfolios, Burkett is utilizing four modules of d1g1t’s enterprise wealth management platform to enhance client-experience and back-office operations, including:

• Performance Reporting to shorten the process of generating hundreds of client, regulatory, and tax reports. Reducing the report generation and distribution cycle enables Burkett’s operations team to refocus their time and energy on higher-value activities. The client reports designed with a modern aesthetic support Burkett’s investment philosophy and allow clients to track their progress toward their financial goals.
  
• Digital Client Portal and Mobile Apps to provide clients with access to their entire portfolio and investments on-demand 24/7 as well as to securely distribute client statements and reports.
  
• Portfolio Management to streamline model construction, portfolio rebalancing, and trade execution activities. The platform provides access to real-time analytics and powerful bulk trading capabilities. Trade orders are seamlessly communicated to multiple brokers and custodians.
  
• Billing to simplify the calculation of management fees. Designed to handle complex fee structures, d1g1t’s powerful flexible calculation engine and the distributed architecture enable Burkett to generate fees for their entire client base in minutes. Fees generated are automatically accounted for in the portfolio management module, thus improving visibility and allowing proactive cash management.

“Our business is built on deep and trusted relationships with clients who come to us to translate the complexity of their lives into measurable value, which often requires highly technical and customized solutions,” said Kevin Burkett, Partner and Portfolio Manager, Burkett Asset Management Limited. “The d1g1t wealth management platform has solved one of our biggest challenges: to deliver against challenging and large complicated mandates from clients in a way that builds trust while continuing to achieve growth in our business so we can bring this approach to more clients.”

About Burkett Asset Management Limited

Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing more than $300 million in institutional and private client assets across a number of diversified strategies. For more information on Burkett, visit its website burkettassetmanagement.ca

About d1g1t

d1g1t is a wealth management technology company that helps Advisors, Multi-Family Offices, RIAs, and Broker-Dealers transition to a digital business model. The firm’s award-winning Enterprise Wealth Management Platform is designed to transform the patchwork of legacy systems with a single, integrated platform that drives business growth, operational efficiencies, and productivity. Much more than a reporting platform, the Institutional-grade performance and risk analytics engine embedded into an intuitive advisor workflow empowers advisors with real-time intelligence, and the fully integrated client portal and mobile app deliver a modern personalized digital client experience. Using the platform, firms can digitize the entire wealth advisory life cycle through a seamless workflow that is highly intuitive, and easy to use to manage clients, portfolios, and the business. Learn more at www.d1g1t.com.

SOURCE D1g1t Inc.

Media Contact: Tracy Staniland, Vice President, Marketing, d1g1t, [email protected]